Jeff Yass’s iShares US Financial Services ETF IYG Stock Holding History

Jeff Yass’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Buy	24,320 +5,297	+28%	+$465K	﹤0.01%	6270
2026 Q1	$1.58M	Buy	19,023 +2,400	+14%	+$211K	﹤0.01%	6740
2025 Q4	$1.53M	Sell	16,623 -6,070	-27%	-$542K	﹤0.01%	6187
2025 Q3	$2.03M	Buy	22,693 +1,141	+5%	+$100K	﹤0.01%	5762
2025 Q2	$1.84M	Sell	21,552 -11,046	-34%	-$876K	﹤0.01%	5962
2025 Q1	$2.56M	Buy	+32,598	New	+$2.63M	﹤0.01%	4987
2024 Q4	–	Sell	-9,614	Closed	-$742K	–	12704
2024 Q3	$683K	Sell	9,614 -2,160	-18%	-$148K	﹤0.01%	7720
2024 Q2	$768K	Sell	11,774 -28,703	-71%	-$1.86M	﹤0.01%	7208
2024 Q1	$2.68M	Sell	40,477 -26,429	-40%	-$1.64M	﹤0.01%	4726
2023 Q4	$4M	Buy	66,906 +15,687	+31%	+$845K	﹤0.01%	4100
2023 Q3	$2.64M	Sell	51,219 -63,012	-55%	-$3.41M	﹤0.01%	4612
2023 Q2	$6.02M	Sell	114,231 -93,132	-45%	-$4.72M	﹤0.01%	3233
2023 Q1	$10.4M	Buy	207,363 +146,343	+240%	+$7.98M	﹤0.01%	2388
2022 Q4	$3.2M	Buy	+61,020	New	+$3.2M	﹤0.01%	3905
2022 Q3	–	Sell	-23,781	Closed	-$1.25M	–	13660
2022 Q2	$1.18M	Sell	23,781 -33,372	-58%	-$1.81M	﹤0.01%	6127
2022 Q1	$3.44M	Sell	57,153 -7,458	-12%	-$470K	﹤0.01%	4364
2021 Q4	$4.16M	Buy	64,611 +18,342	+40%	+$1.2M	﹤0.01%	4065
2021 Q3	$2.9M	Sell	46,269 -18,975	-29%	-$1.19M	﹤0.01%	5032
2021 Q2	$4.03M	Sell	65,244 -36,717	-36%	-$2.24M	﹤0.01%	4424
2021 Q1	$5.82M	Buy	101,961 +29,511	+41%	+$1.6M	﹤0.01%	3617
2020 Q4	$3.62M	Buy	72,450 +17,385	+32%	+$784K	﹤0.01%	3984
2020 Q3	$2.24M	Buy	55,065 +41,289	+300%	+$1.7M	﹤0.01%	4406
2020 Q2	$548K	Sell	13,776 -121,872	-90%	-$4.68M	﹤0.01%	7180
2020 Q1	$4.64M	Buy	135,648 +127,170	+1,500%	+$5.8M	﹤0.01%	2669
2019 Q4	$429K	Sell	8,478 -18,654	-69%	-$896K	﹤0.01%	7289
2019 Q3	$1.23M	Buy	27,132 +5,703	+27%	+$257K	﹤0.01%	5243
2019 Q2	$956K	Sell	21,429 -1,953	-8%	-$85.5K	﹤0.01%	5768
2019 Q1	$973K	Buy	+23,382	New	+$969K	﹤0.01%	5099
2018 Q4	–	Sell	-48,891	Closed	-$2.17M	–	9442
2018 Q3	$2.17M	Buy	48,891 +23,061	+89%	+$1.04M	﹤0.01%	3841
2018 Q2	$1.12M	Sell	25,830 -111,975	-81%	-$4.96M	﹤0.01%	5106
2018 Q1	$6.02M	Buy	137,805 +105,759	+330%	+$4.8M	﹤0.01%	2315
2017 Q4	$1.39M	Buy	+32,046	New	+$1.34M	﹤0.01%	4592
2017 Q2	–	Sell	-28,506	Closed	-$1.04M	–	9505
2017 Q1	$1.04M	Sell	28,506 -1,944	-6%	-$71.3K	﹤0.01%	5050
2016 Q4	$1.08M	Sell	30,450 -8,091	-21%	-$264K	﹤0.01%	5371
2016 Q3	$1.13M	Buy	+38,541	New	+$1.11M	﹤0.01%	4586
2016 Q1	–	Sell	-59,016	Closed	-$1.56M	–	9333
2015 Q4	$1.77M	Sell	59,016 -5,910	-9%	-$179K	﹤0.01%	4289
2015 Q3	$1.85M	Buy	+64,926	New	+$1.99M	﹤0.01%	4437
2015 Q2	–	Sell	-9,177	Closed	-$285K	–	10266
2015 Q1	$273K	Sell	9,177 -19,377	-68%	-$574K	﹤0.01%	8137
2014 Q4	$874K	Sell	28,554 -17,652	-38%	-$520K	﹤0.01%	6124
2014 Q3	$1.32M	Sell	46,206 -120	-0.3%	-$3.4K	﹤0.01%	5373
2014 Q2	$1.3M	Buy	+46,326	New	+$1.27M	﹤0.01%	5489
2013 Q4	–	Sell	-82,431	Closed	-$2.17M	–	9135
2013 Q3	$2.04M	Sell	82,431 -262,638	-76%	-$6.57M	﹤0.01%	4070
2013 Q2	$8.26M	Buy	+345,069	New	+$7.96M	﹤0.01%	2020

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jeff Yass's IYG Position: Q2 2026 in Review

Jeff Yass increased its iShares US Financial Services ETF (IYG) stake by 28% in Q2 2026, buying an estimated $465K and bringing the position to 24,320 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #6270.

Jeff Yass first reported a position in IYG in Q2 2013 and has held it in 43 quarters since. The position peaked at $10.4M in Q1 2023. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Jeff Yass held 24,320 shares of iShares US Financial Services ETF worth $2.2M as of Q2 2026.
Jeff Yass bought 5,297 iShares US Financial Services ETF shares in Q2 2026, an estimated $465K.
iShares US Financial Services ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6270 holding.
Jeff Yass first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 43 quarters since.
Jeff Yass's iShares US Financial Services ETF position peaked at $10.4M in Q1 2023.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.